My family roots in San Luis Obispo County run more than 130 years deep giving me the desire to make my home here.
Since 1993, I have been providing wealth management and financial advice to clients predominately in San Luis Obispo county and throughout California. It has been, and continues to be, a successful and fulfilling endeavor helping clients navigate their unique financial road by recommending a customized strategic wealth management plan, adjusting that plan through an ongoing professional relationship and providing ongoing support to help them focus on what is most important to them.
I have an ongoing desire to learn, and to be able to share what I learn with others. As a CERTIFIED FINANCIAL PLANNER™ practitioner since 1998, I am educated, have successfully passed examination, have experience and hold myself to the highest level of ethics and personal responsibility. In 2014 I successfully achieved the Retirement Income Certified Professional® (RICP®) a specialty designation for my area of focus, those retiring or who are retired